Wealth Associate: Build Client Financial Wellness

Alerus Financial; Phoenix (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) and ESOP

Health benefits

Paid time off

Career development

Volunteer time & donation match

Job summary

Alerus Financial is seeking a Wealth Associate to support Wealth Advisors and cultivate client relationships. You will help onboard clients, process transactions, and coordinate with product specialists while ensuring compliance and high-quality service.

The role requires an Associate's degree in finance or related field and at least 2 years of client-facing CRM experience. Strong organization, communication, and teamwork are essential for success.

Qualifications

• Associate's degree in finance or related field or equivalent work experience.
• 2 years of experience working with clients and CRM.
• Strong organizational, time management, and problem-solving skills and the ability to multi-task.
• Self-motivated, team-oriented, and passionate about improving client's financial wellness, with the ability to maintain professionalism under stress.
• Proven client service abilities with strong verbal/written communication.

Responsibilities

• Facilitate onboarding of new clients, ensuring documentation is complete and service expectations are set.
• Collaborate with wealth advisors, product specialists, and team members to meet client needs and goals.
• Provide prompt communication to client inquiries; document interactions in CRM; keep advisors informed of updates.
• Ensure all client documentation is collected, retained, and compliant with policies and regulations.
• Handle day-to-day transactions (deposits, distributions, transfers, maintenance) with accuracy.

Skills

CRM experience

Client service

Communication

Organizational skills

Team collaboration

Education

Associate's degree in finance or related field

Job description

Alerus Financial is seeking a Wealth Associate to support Wealth Advisors and cultivate client relationships. You will help onboard clients, process transactions, and coordinate with product specialists while ensuring compliance and high-quality service.

The role requires an Associate's degree in finance or related field and at least 2 years of client-facing CRM experience. Strong organization, communication, and teamwork are essential for success.